History
Forcella Wealth Management was founded by Jim Forcella in 2004 when he became an independent financial advisor. Jim Forcella began his advising career in 1983 and during that time he helped start many of the public sector retirement plans in Northern California.
In 2007 FWM became a family practice with the addition of Jim’s son, Geoff Forcella, and daughter, Farren Forcella. In 2009, Jim’s brother, Tom Forcella, rejoined the firm after transitioning over from his previous employer.
As a family practice we pride ourselves in being an independent firm. This means that our clients’ needs come first. We do not represent, nor are we beholden to any bank, investment firm or other corporate interest.
Our Office
Founder
Jim H. Forcella, CFP®
Jim Forcella is the founder and LPL Branch Manager of Forcella Wealth Management. Jim has practiced as a financial advisor since 1983 and during his tenure helped established many of the public works retirement and pension plans in the North State. In 1994 he completed the marks of and became a CERTIFIED FINANCIAL PLANNER™ professional.
In 1999 Jim partnered with LPL Financial as an independent financial advisor to focus solely on independent financial advice, estate planning and investment management. Jim has spent much of his life in the Redding area, and has been a member in the Redding West Rotary since 1985. Prior to his career as a financial advisor Jim was a successful owner/operator of a local restaurant franchise.
When not at the office, Jim enjoys working out, biking the local trails, hiking, gardening with his wife and family, and tending to his peach orchard in Palo Cedro.
Certifications
CERTIFIED FINANCIAL PLANNER™ Professional
LPL Financial planner
Geoff V. Forcella, CFP®, CLU®
Geoff graduated from U.C Berkeley in 2007. Unable to decide between business, philosophy, political science, history, and legal studies, he majored in rhetoric (a combination of those subjects).
While studying for law school his father invited him to join the business; he accepted the offer and has been thrilled to work with him ever since.
He misses college--so he keeps on reading about: the financial aspects of divorce, advanced concepts in estate planning, business exit strategies, special needs issues, medical advocates, structured settlements, and other topics in financial planning.
Outside of textbooks you can often find him hiking the Trinity Alps, swimming laps, or trying to solve a problem at any one of California's indoor rock climbing gyms.
LPL Financial planner
Tom N. Forcella
Tom joined Forcella Wealth Management in 2009, though he has worked alongside his brother, Jim Forcella, for over 20 years in the business.
Tom began his career in the life insurance industry in the early 1980s before joining VALIC, where he served as a financial advisor to public and private employees. In early 2009, Tom was able to make the jump, and became an independent financial representative when he joined the team at FWM.
After work Tom enjoys adding to his rose garden, spending time with his wonderful wife, Wendy, and relaxing with their two children: Molly and Ranger (two very well mannered poodles).
LPL FINANCIAL PLANNER
Farren C. Forcella, CFP®, CLU®, ChFC®
Farren graduated Magna Cum Laude from California State University, San Francisco in 2007 with a bachelor of arts in Liberal Studies with a concentration in Family Studies.
When Farren is not working with clients or studying, she can be found exploring her love of Northern California through climbing, backcountry skiing and backpacking.
Education
C.S.U. San Francisco
B.A., Liberal Studies
Certifications
CERTIFIED FINANCIAL PLANNER™ Professional
Chartered Life Underwriter® (CLU®)
Chartered Financial Consultant® (ChFC®)
Administrative Assistant
Mary L Lugo, FPQP®
Mary joined our office in 2017 and has quickly become an invaluable member of our support staff, handling the day-to-day operations and ensuring that the office is running smoothly.
Outside of work Mary is an accomplished seamstress (she has designed her own brand of clothing for children), and stays very busy raising her two boys and preparing for the inevitable zombie apocalypse.
Certifications
Financial Paraplanner Qualified Professional™